Wealth Relationship Manager AVP – SAFE Act Expert

Citi; New York (NY); On-site; USD 88,400 - 132,600; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off

Job summary

Citi in New York, NY seeks a Wealth Relationship Manager Assistant Vice President to deepen ultra-high-net-worth client relationships and provide holistic financial solutions. You will work with a team to manage complex client needs, coordinate with product specialists, and ensure regulatory compliance in a high-touch, advisory capacity.

The role requires strong analytical skills, financial planning knowledge, and FINRA registration.

Qualifications

• 5-8 years of experience in wealth management or related field.
• Strong analytical and financial skills.
• Excellent verbal and written communication abilities.
• Organized with strong attention to detail.
• Proficient in Microsoft Office; experience with financial planning tools preferred.
• Experience with Money Guide Pro or NaviPlan Select recommended.
• Understanding of investment and financial planning strategies preferred.
• Must be self-driven; problem solver and team player; US FINRA registrations required.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share.
• Anticipate client's complex financial needs and offer holistic solutions.
• Collaborate with product specialists to address banking and investment needs.
• Engage clients with regular high-value interactions and events.
• Develop referral opportunities to grow the portfolio.
• Source and expand high-value client relationships through sales and service.
• Refer opportunities to segment partners when appropriate.
• Ensure regulatory and compliance procedures are followed, including KYC/AML.

Skills

Analytical skills

Financial skills

Communication skills

Attention to detail

Microsoft Office

Money Guide Pro

NaviPlan Select

Self-starter

FINRA registrations

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in New York, NY seeks a Wealth Relationship Manager Assistant Vice President to deepen ultra-high-net-worth client relationships and provide holistic financial solutions. You will work with a team to manage complex client needs, coordinate with product specialists, and ensure regulatory compliance in a high-touch, advisory capacity.

The role requires strong analytical skills, financial planning knowledge, and FINRA registration.